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Rating:Calvert Adds Share Class Guidance Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, August 10, 2004

Calvert Adds Share Class Guidance

by: Theresa Sim

The Calvert Group is lowering maximum investments in B-shares for 16 funds from $250,000 to $100,000. In late July, Calvert updated 16 funds' prospectuses to provide investors with better guidance in buying different share classes of the funds.

Investors are advised to make any investments exceeding $100,000 in A or C shares, since sales load breakpoints apply. Investors putting more than $1,000,000 in C shares are also advised to purchase A shares thereafter.

A spokeswoman did not immediately turn a call seeking comment.
Lower Ceilings for B-Shares
Funds Affected
Calvert Social Investment Fund (CSIF) Balanced Portfolio
CSIF Equity Portfolio
CSIF Enhanced Equity Portfolio
CSIF Bond Portfolio
Calvert Social Index Fund
Calvert Large Cap Growth Fund
Calvert Capital Accumulation Fund
Calvert World Values Fund (CWVF) International Equity Fund
Calvert New Vision Small Cap Fund
Calvert Income Fund
Calvert Short Duration Income Fund
Calvert Tax-Free Reserves (CTFR) Limited-Term Portfolio
CTFR Long-Term Portfolio
Calvert National Municipal Intermediate Fund
CTFR Vermont Municipal Fund
Calvert California Limited-Term Municipal Fund
Source: SEC filing


 

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